Modera Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.19M | Buy |
25,041
+277
| +1% | +$12.5K | 0.01% | 318 |
|
|
2026
Q1 | $1.02M | Sell |
24,764
-256
| -1% | -$10K | 0.01% | 326 |
|
|
2025
Q4 | $907K | Sell |
25,020
-1,008
| -4% | -$36.1K | 0.01% | 347 |
|
|
2025
Q3 | $924K | Buy |
26,028
+96
| +0.4% | +$3.28K | 0.01% | 350 |
|
|
2025
Q2 | $846K | Sell |
25,932
-2,682
| -9% | -$80.7K | 0.01% | 356 |
|
|
2025
Q1 | $842K | Sell |
28,614
-1,719
| -6% | -$54.6K | 0.01% | 346 |
|
|
2024
Q4 | $979K | Sell |
30,333
-2,212
| -7% | -$75.9K | 0.01% | 332 |
|
|
2024
Q3 | $1.12M | Sell |
32,545
-2,795
| -8% | -$94.9K | 0.01% | 294 |
|
|
2024
Q2 | $1.18M | Sell |
35,340
-18,644
| -35% | -$633K | 0.02% | 273 |
|
|
2024
Q1 | $2M | Sell |
53,984
-1,855
| -3% | -$67.7K | 0.03% | 227 |
|
|
2023
Q4 | $1.94M | Sell |
55,839
-1,902
| -3% | -$60.6K | 0.03% | 225 |
|
|
2023
Q3 | $1.78M | Sell |
57,741
-2,344
| -4% | -$74.3K | 0.03% | 225 |
|
|
2023
Q2 | $2.05M | Buy |
60,085
+17,027
| +40% | +$539K | 0.04% | 222 |
|
|
2023
Q1 | $1.29M | Buy |
43,058
+1,293
| +3% | +$39.7K | 0.05% | 131 |
|
|
2022
Q4 | $1.29M | Buy |
41,765
+5,813
| +16% | +$175K | 0.05% | 128 |
|
|
2022
Q3 | $958K | Sell |
35,952
-532
| -1% | -$16.5K | 0.05% | 139 |
|
|
2022
Q2 | $1.06M | Sell |
36,484
-76
| -0.2% | -$2.48K | 0.05% | 139 |
|
|
2022
Q1 | $1.37M | Sell |
36,560
-13,334
| -27% | -$472K | 0.06% | 131 |
|
|
2021
Q4 | $1.88M | Buy |
49,894
+20,351
| +69% | +$718K | 0.07% | 123 |
|
|
2021
Q3 | $879K | Buy |
29,543
+5,958
| +25% | +$191K | 0.05% | 115 |
|
|
2021
Q2 | $757K | Buy |
23,585
+5
| +0% | +$165 | 0.04% | 122 |
|
|
2021
Q1 | $758K | Sell |
23,580
-8,097
| -26% | -$247K | 0.05% | 115 |
|
|
2020
Q4 | $958K | Buy |
+31,677
| New | +$910K | 0.08% | 97 |
|
|
2020
Q2 | – | Sell |
-11,199
| Closed | -$214K | – | 154 |
|
|
2020
Q1 | $214K | Buy |
11,199
+1,182
| +12% | +$27.6K | 0.04% | 137 |
|
|
2019
Q4 | $242K | Sell |
10,017
-573
| -5% | -$13.6K | 0.04% | 131 |
|
|
2019
Q3 | $245K | Buy |
10,590
+2,124
| +25% | +$49.4K | 0.04% | 121 |
|
|
2019
Q2 | $218K | Buy |
+8,466
| New | +$218K | 0.04% | 131 |
|
|
2017
Q4 | – | Sell |
-11,358
| Closed | -$205K | – | 134 |
|
|
2017
Q3 | $205K | Sell |
11,358
-1,272
| -10% | -$21.8K | 0.05% | 126 |
|
|
2017
Q2 | $230K | Sell |
12,630
-8,361
| -40% | -$143K | 0.06% | 105 |
|
|
2017
Q1 | $326K | Sell |
20,991
-13,083
| -38% | -$199K | 0.08% | 85 |
|
|
2016
Q4 | $408K | Buy |
34,074
+156
| +0.5% | +$1.75K | 0.14% | 67 |
|
|
2016
Q3 | $345K | Buy |
33,918
+10,506
| +45% | +$99.4K | 0.12% | 76 |
|
|
2016
Q2 | $204K | Sell |
23,412
-11,340
| -33% | -$98.8K | 0.07% | 99 |
|
|
2016
Q1 | $298K | Buy |
+34,752
| New | +$282K | 0.1% | 82 |
|
Other funds holding CSX
Modera Wealth Management's CSX Position: Q2 2026 in Review
Modera Wealth Management increased its CSX Corp (CSX) stake by 1.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 25,041 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #318.
Modera Wealth Management first reported a position in CSX in Q1 2016 and has held it in 34 quarters since. The position peaked at $2.05M in Q2 2023. 1,236 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- Modera Wealth Management held 25,041 shares of CSX Corp worth $1.19M as of Q2 2026.
- Modera Wealth Management bought 277 CSX Corp shares in Q2 2026, an estimated $12.5K.
- CSX Corp made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #318 holding.
- Modera Wealth Management first reported a position in CSX Corp in Q1 2016 and has held it in 34 quarters since.
- Modera Wealth Management's CSX Corp position peaked at $2.05M in Q2 2023.
- 1,236 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.